11th euroCRIS Strategic SeminarBrussel, Sep 9 – 10 2013

Discovery MetadataFriedrich Summann

COAR / Bielefeld University Library

Discovery Metadata

Overview• Introduction • Institutional Repositories – Metadata Issues• Institutional Repositories – future challenges• Examples

COARConfederation of Open Access Repositories

• Enhances the visibility of research outputs• Paves the road to interoperability• Fosters knowledge exchange on repository

issues• Strengthens international open access

implementation

Metadata Background

• DRIVER Guidelines 2008 • OpenAire Guidelines

• DINI Certificate 2010 (2013)• OAI-PMH Harvesting for BASE / DRIVER /

OpenAire

Discovery ExperienceHarvesting (OAI-PMH) (BASE, DRIVER, OpenAire)

• 3300 Repositories (2700 active)• 70 Mill. Metadata Records (50 Mill. active)

Ingesting (proprietary APIs) (local PUB system)• Local unit/person data• ISI, ArXIV, INSPIRE, PubMed import• UK PMC Research Data import• Metadatenfetch ISI, ArXIV, INSPIRE, PubMed• •ISI citation information

The IR – past, present, future

• Started late ninetees• Contents starting with thesis• OAI-PMH definition 2001• Open Access movement• Establishing a global repository network• Extending • Size•Quality• Services

DRIVER Guidelines

provides orientation

• for managers of new repositories to define their local data-management policies• for managers of existing repositories to take steps towards improved service• for developers of repository platforms to add supportive functionalities in future versions

Focus on:• Textual Resources• Using oai_dc as metadata format

OAI-PMH: Protocol RequirementsOAI-PMH: Additional RequirementsDRIVER DC: Metadata Requirements

DRIVER Guidelines

OAI-PMH : Protocol Requirements

• Stability• Protocol compliance (OAI-PMH 2.0)• XML validity• Support of Incremental Harvesting

• Deleting strategy • (persistent, transient)• Set for OA documents (driver)• Batch size (100 - 500 records per response)• Resumption Token life span (at least 24 hours)

OAI-PMH : Metadata Requirements

• Fulltext link• Content Recommendations– identifier– creator – contributor– source (citation)

• Standardized Contents – type– language– date

Repository Metadata

• Repository Type• Technical Platform• Country • Classification used• Geocodes• Start page• Institutional affiliation

The IR – past, present, future

• More than 3000 repositories, around 70 Mill. Objects• World-wide coverage

• But: Institutional Repositories are at a turning-point:

• More and more overlapping systems • local(CRIS, Publishing Platform, etc)• external (Subject Repositories, ResearchGate etc.)• Scholarly communication process changes

COAR Interoperability Project

• Phase 1: The Case for Interoperability for Open Access Repositories

• Phase 2: Open Discussion• Phase 3: The Current State of Open Access

Repository Interoperability (2012)• Phase 4: COAR Roadmap for Future

Directions for Repositories Interoperability

The repository landscape (internal and external)

Local Repository Landscape

Draft Interoperability Roadmap

• Current Situation and Strategic Challenges• Vision, Goal, Objectives • Users and Stakeholders Needs• Scientists (author, reader)• Institution• Funder organizations• Publishers, information companies• The Repository Landscape• Interoperability Issues• The Road Map

A special case: Interoperability CRIS systems - IRs

The CRIS – IR relation

The IR - CRIS relation

Interoperability issues and use cases

• Visibility (google metrics, webometrics, statistics)• Data issues (Formats, quality, enhanced

publications, linked data, research data)• Sustainability (services, documents)• Add-on services and features (embedding,

publication lists, export, bibliometrics)• Technical basics (architecture, protocols)

• Extended Metadata Formats• Data Curation (manually/automatically)• Metadata Enhancement• Linked Open Data• Enhanced Publications• Automatic Classification• Research Data

Metadata Issues

Based on proprietary APIs• Local unit/person data• ISI, ArXIV, INSPIRE, PubMed import• UK PMC Research Data import• Metadatenfetch ISI, ArXiv, INSPIRE, PubMed• ISI citation information

Metadata Ingest

Metadata Requirements

• Quality (following the guidelines)• Richness• Stability• Updated • Relations information

• APIs (bi-directional)

• No CRIS system available• No repository platform anymore but a publication management system (open source cooperation with UL Lund, UL Gent)• Extending this system• Research Data• Project Information• Awards Information

Example: our local approach

Institutional Repository- some examples of future developments

Embed Generator (Publication Lists)

Thank you!

Friedrich Summannfriedrich.summann@uni-bielefeld.de